Job Description
Become a vital part of Manulife’s team as a Client Support Associate, where you will manage administrative tasks and client interactions in a fast-paced financial environment. Offer exceptional client service and ensure smooth operations with efficient account management.
As a key contributor at Manulife, you will assist Corporate Advisors in navigating client needs. Your responsibilities will include maintaining accurate records, managing calendars, and coordinating client meetings. This role requires an organized, detail-oriented individual who thrives in a dynamic workspace.
Key Responsibilities:
• First point of contact for client inquiries and needs
• Schedule and manage client appointments effectively
• Create and maintain comprehensive client reports
• Process account requests, transfers, and trades
• Collaborate with the compliance team for regulatory adherence
Requirements:
• Undergraduate degree preferred
• Previous experience in financial servic...
As a key contributor at Manulife, you will assist Corporate Advisors in navigating client needs. Your responsibilities will include maintaining accurate records, managing calendars, and coordinating client meetings. This role requires an organized, detail-oriented individual who thrives in a dynamic workspace.
Key Responsibilities:
• First point of contact for client inquiries and needs
• Schedule and manage client appointments effectively
• Create and maintain comprehensive client reports
• Process account requests, transfers, and trades
• Collaborate with the compliance team for regulatory adherence
Requirements:
• Undergraduate degree preferred
• Previous experience in financial servic...
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